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My Ideas: Clients

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Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest about 1 year ago in IRIS KashFlow Connect / Clients 0 New

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.
Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

Journals - copy journal function

Whilst journal templates are useful they are time consuming, much easier to just copy a journal and amend like in Freeagent.
Guest about 2 years ago in IRIS KashFlow Connect / Clients 1 New

Sale invoice number sequence with letters

Could we please have the option to use letters in the sale invoices number sequence please
Guest over 2 years ago in IRIS KashFlow Connect / Clients 0 New

your system needs to recognise when a duplicated purchase order number has been inputted

everyone would benefit
Guest over 3 years ago in IRIS KashFlow Connect / Clients 0 New

Show paid date on sales invoices

Currently sales invoices show that they are paid but more government and benefit agencies are asking for proof of payment date, in order to re-imburse for childcare etc. Adding a paid date to the sales invoice would be very helpful.
Guest about 4 years ago in IRIS KashFlow Connect / Clients 0 New

sales invoice number sequence

I have a number of clients who start a new sales invoice sequence each year (ie go back to number 1 again) as I'm sure many other accountants do. It is a real pain to have to update manually for each invoice
Guest almost 5 years ago in IRIS KashFlow Connect / Clients 0 New

Seperate delivery address section when using the app.

Can we have a Seperate delivery address section when using the app please?
Guest almost 5 years ago in IRIS KashFlow Connect / Clients 0 New

Internal email function improving

Hi thereWe have used kashflow for a while.Normally we will send the report once we finished the VAT return to the client through Email with some necessary comment.I tried to use Kashflow build-in email function today, however, there is no "saved t...
Guest almost 5 years ago in IRIS KashFlow Connect / Clients 0 New

Print out the list of clients

At the moment it is not available to export the list of clients or print it out. Can this be added please?
Guest almost 5 years ago in IRIS KashFlow Connect / Clients 3 New